File and Document Management
Documentero
6 min
documentero is a document generation and automation software that enables users to create word and pdf documents from custom templates with the documentero app in {{product name}} , you can generate documents and send as email attachments from your documentero account requirements to use the documentero app in {{product name}} , you must have a paid documentero account for subscription information, refer to the documentero pricing page connect documentero and {{product name}} to get started, you must first create a connection between documentero and {{product name}} , allowing the two services to communicate to create the connection, you need to documentero /#obtain your api key in documentero documentero /#create the connection in obtain your api key in documentero before you create the connection in {{product name}} , you should first obtain an api key in your documentero account to obtain the api key log in to your documentero account in the header bar, navigate to your account copy the apikey value and store it in a safe place you'll use this value in the api key connection field in {{product name}} create the connection in {{product name}} once you have your documentero api key, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a documentero module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the api key field, enter the api key you copied from your documentero account click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the documentero app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj documentero modules after connecting to the documentero app, you can choose from a list of available modules to build your {{scenario plural lowercase}} to view the comprehensive list of modules and their functionality, see the documentero integrations documentation templates you can look for documentero templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} documentero resources documentero api documentation documentero documentation